Individual Tax Return Preparation

Mary Beth White, CPA, CFE offers income tax planning and preparation for individuals. Below you will find some helpful organizers, checklists, and general information. Please note that general information here is not to be construed as tax advice for your specific situation. Always contact me directly if you have any questions relating to your specific tax situation. Please note that tax laws change frequently.

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Handouts and Organizers available upon request:


Alternative Minimum Tax • Audits • Cancellation of Debt - Insolvency • Capital Gains and Losses • Charitable Contributions Guide • Charitable Contributions Noncash FMV Guide • Charitable Contributions Recordkeeping Requirements • Clergy - Religious Workers • Consumer Credit • Crowdfunding • Dependent Support Worksheet • Divorce and Taxes • Education Tax Benefits • Estimated Taxes • Extending Your Individual Income Tax Return • Families With Children* • Filing Status • Foreign Bank and Financial Accounts • Gambling Log • Health Care Reform - Cost Sharing Reduction and the Premium Tax Credit • Health Care Reform - Health Insurance Marketplace • Health Savings Accounts (HSAs) • High-Income Taxpayers • Hobby vs. Business • Household Employees • Identity Theft and Your Taxes • Itemized Deductions - Casualty and Theft Losses • Itemized Deductions - Homeowners • Itemized Deductions - Interest Paid • Itemized Deductions - Medical Expenses* • Itemized Deductions - Taxes Paid • Kiddie Tax • Moving Expenses • Multi-State Taxation • Referrals Appreciated • Sale of a Principal Residence • Standard vs. Itemized Deduction • Stock Options - Same Day Sales • Tax Facts and Figures • Tax Scams - Protect Yourself • Taxable Social Security Benefits • Taxpayers Who Receive an IRS Notice • Tipped Employees • Virtual Currency (Cryptocurrency) • What Should You Do if You Can’t Pay Your Taxes? • Withholding - Filling Out Form W-4


Individual Retirement Accounts - Backdoor Roth IRA • Individual Retirement Accounts - Beneficiaries of IRAs and Qualified Plans • Individual Retirement Accounts - Kinds of IRAs and Prohibited Transactions • Individual Retirement Accounts - Qualified Charitable Distribution (QCD) • Individual Retirement Accounts - Required Minimum Distributions (RMDs) • Individual Retirement Accounts - Roth IRAs • Individual Retirement Accounts - Traditional IRAs • Retirement Income • Reverse Mortgages • Saving for Retirement • Social Security and Medicare


• Individual Taxpayer Organizer • Individual Taxpayer Organizer - Rental Property • Individual Taxpayer Organizer - Sole Proprietorship


Early Retirement Distributions - SEPP • Estate Planning, Wills, Probate, and Transfer of Assets • Moving Out Worksheet • Newlyweds Tax Tips • Pension Income Planning • Saving for College